Top Financial Services Firms
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
-
$1,000+$50 - $99 / hr10 - 49Nairobi, Kenya
Services provided
In Nairobi, Kenya, Avertis Solutions Ltd is a branding agency. They focus on Branding and Digital Strategy.
Read more -
$1,000+$150 - $199 / hr2 - 9Calgary, Canada
Services provided
SUMMIT72 is a Business Consulting company in Calgary, Canada. They provide Business Consulting and Commercial Financing.
Read more -
Undisclosed$100 - $149 / hr10 - 49
Services provided
Founded in 2021, Simplified Solutions Systems LLC is an Accounting company. Headquartered in Manassas, Virginia, the team focuses on Accounting and Financial Advising & Planning.
Read more -
Undisclosed< $25 / hr2 - 9
Services provided
Established in 2022, ScaleX CPA is a small Accounting company. Their team specializes in Accounting and Tax Law.
Read more -
Undisclosed< $25 / hr2 - 9Prosper, TX
Services provided
Eminent Business Advisors LLC is an Accounting company established in 2024. Based in Prosper, Texas, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49İstanbul, Türkiye
Services provided
HS Attorney Partnership, a small Financial Advising & Planning company, is in İstanbul, Türkiye and Ankara, Türkiye. The team offers Financial Advising & Planning and Corporate Law.
Read more -
UndisclosedUndisclosed10 - 49New Delhi, India
Services provided
Http://www.savengrow.com/ is a small New Delhi, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
Read more -
$1,000+Undisclosed10 - 49
Services provided
See all 3 projectsNational Consumer Financial specializes in payment processing and POS systems, offering flexible pricing that reduces transaction fees. Reviewers consistently praise their excellent customer service, responsiveness, and transparency. Clients highlight the company's dedication to understanding their needs, particularly for smaller merchants, and commend the knowledgeable support staff.
-
$1,000+< $25 / hr10 - 49Perth, Australia
Services provided
Founded in 2015, DPS Accounting is an Accounting company. In Perth, Australia, the team offers Accounting.
Read more -
$1,000+< $25 / hr2 - 9Delhi, India
Services provided
Legal Salaah is an Accounting company. They are in Delhi, India and have small team. They focus on Accounting and Business Consulting.
Read more -
$5,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
Services provided
Xact Auditing, an Accounting company, was established in 2020. The agency offers Accounting and Finance & Accounting Outsourcing (FAO), and is small.
Read more -
$1,000+< $25 / hr50 - 249Mumbai, India
Services provided
YourDailyTask is a Back Office Outsourcing company in Mumbai, India. Their services include Back Office Outsourcing and Accounting.
Read more -
$1,000+$100 - $149 / hr10 - 49Southport, Australia
Services provided
Small Accounting company Taylorhay Forensic Accountants, is headquartered in Southport, Australia. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9White Plains, NY
Services provided
Get Help Tax and Bookkeeping is an Accounting company. They offer Accounting and were established in 2017.
Read more -
$1,000+< $25 / hr10 - 49Ahmedabad, India
Services provided
USTAXFILING One Stop Solution, an Accounting company, is headquartered in Ahmedabad, India. They provide Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+< $25 / hr2 - 9Beograd, Serbia
Services provided
Knjigovodstvena agencija Best Economy is a Beograd, Serbia-based Accounting company. The team provides Accounting.
Read more -
$1,000+$100 - $149 / hr10 - 49Miami, FL
Services provided
Accounting company Greenlight Financial is headquartered in Miami, Florida. Founded in 2007, the team offers Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr250 - 999Pasig, Philippines
Services provided
Staff Domain Inc. Is a Back Office Outsourcing company. They offer Back Office Outsourcing and Accounting and were established in 2017.
Read more -
UndisclosedUndisclosed10 - 49Collingwood, Australia
Services provided
Cloud8 - Accounting and Taxation, an Accounting company, is headquartered in Collingwood, Australia. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2010.
Read more -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Services provided
Small Accounting company Outsourced Payroll Solutions, is headquartered in Dubai, United Arab Emirates. The team specializes in Accounting and HR Outsourcing.
Read more -
$1,000+$25 - $49 / hr10 - 49Sugar Land, TX
Services provided
CKO CPAs & Advisors, a small Accounting and Financial Advising & Planning company, is in Sugar Land, Texas. Their services include Accounting and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr50 - 249Singapore
Services provided
Assurance Partners LLP, an Accounting company, was founded in 2013. Located in Singapore and Singapore, the team offers Accounting and Business Consulting.
Read more -
$1,000+< $25 / hr10 - 49Ilford, England
Services provided
Dixi Xperts is a social media marketing agency. They are based in Ilford, England, and their services include Social Media Marketing and Web Design.
Read more -
$10,000+$50 - $99 / hr10 - 49
Services provided
Transcounts, an Accounting company, is based in Burnaby, Canada. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
Undisclosed< $25 / hr10 - 49
Services provided
Hayes Accountants London is an Accounting company. They provide Accounting and Commercial Financing and were founded in 2019.
Read more -
UndisclosedUndisclosed10 - 49London, England
Services provided
See all 1 projectsClear House Accountants offers a range of services including bookkeeping, financial reporting, tax preparation, and audit services. The reviews highlight their expertise in optimizing financial management systems and enhancing internal controls, with clients praising their efficient project execution and effective communication. Clear House Accountants is commended for their tailored financial advisory support and commitment to improving clients' financial health and compliance.
-
$1,000+$25 - $49 / hr10 - 49
Services provided
See all 1 projectsWorkerMan provides outsourcing and staffing services, notably assisting with the development of audiobooks using text-to-speech AI technology. Feedback highlights their efficient and effective onboarding process, adaptability, and responsiveness to client needs. Clients appreciate their value for cost and commitment to continuous improvement, although some noted challenges with understanding candidate backgrounds.
-
$1,000+$100 - $149 / hr50 - 249Boston, MA
Services provided
Accounting company AAFCPAs was launched in 1973. The team specializes in Accounting and is headquartered in Boston, Massachusetts and Wellesley, Massachusetts.
Read more -
$1,000+$100 - $149 / hr50 - 249Canton, MA
Services provided
Gray, Gray & Gray is an Accounting company. Launched in 1945, the team provides Accounting. The firm is based in Canton, Massachusetts and Boston, Massachusetts.
Read more -
$1,000+$100 - $149 / hr50 - 249Tewksbury, MA
Services provided
Founded in 1981, Moody, Famiglietti & Andronico is a midsize Accounting company. Their services include Accounting.
Read more -
$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Services provided
Founded in 1981, Nigro Karlin Segal Feldstein & Bolno, a midsize Accounting company, is headquartered in Los Angeles, California and San Francisco, California. Their team specializes in Accounting.
Read more -
$1,000+$100 - $149 / hr250 - 999San Francisco, CA
Services provided
BPM LLP, an Accounting company, provide Accounting. They were launched in 1986.
Read more -
$1,000+$25 - $49 / hr250 - 999Bratislava, Slovakia
Services provided
Accace Global, a Finance & Accounting Outsourcing (FAO) company, was established in 2006. The midsize team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed250 - 999Portland, ME
Services provided
Midsize Accounting company Baker Newman Noyes, is based in Portland, Maine and Boston, Massachusetts. Their services include Accounting and Business Consulting.
Read more -
$10,000+$25 - $49 / hr50 - 249Wrocław, Poland
Services provided
Established in 2000, Sente is a midsize Wrocław, Poland-based Enterprise App Modernization company. Their services include Enterprise App Modernization and Accounting.
Read more -
$1,000+$25 - $49 / hr250 - 999Louisville, KY
Services provided
Dean Dorton is a Louisville, Kentucky-based Accounting company. Launched in 1921, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed250 - 999Tampa, FL
Services provided
Warren Averett is an Accounting company. Founded in 1972, the team provides Accounting.
Read more -
$1,000+< $25 / hr10 - 49Singapore, Singapore
Services provided
SBS Consulting Pte. Ltd. Is a small Accounting company. Founded in 2010, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+< $25 / hr50 - 249Hanoi, Vietnam
Services provided
Accounting company Expertrans BPO was founded in 2005. The team specializes in Accounting and Business Consulting and is located in Hanoi, Vietnam.
Read more -
UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
Slingshot Connections is a small Accounting company headquartered in San Jose, California. Their services include Accounting and Staffing.
Read more -
$1,000+< $25 / hr10 - 49
Services provided
Established in 2015, WeAccountax is an Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Services provided
HLB Hamt, a midsize Accounting company, is in Dubai, United Arab Emirates. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed50 - 249Indianapolis, IN
Services provided
Founded in 1960, Somerset CPAs, P.C., a midsize Accounting company, is headquartered in Indianapolis, Indiana. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed50 - 249Montreal, Canada
Services provided
FL Fuller Landau, an Accounting company, is headquartered in Montreal, Canada. Launched in 1963, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$50 - $99 / hr50 - 249Everett, WA
Services provided
Pro Accountant Advisor, an Accounting company, was founded in 2012. The agency specializes in Accounting, and is midsize.
Read more -
UndisclosedUndisclosed50 - 249Atlanta, GA
Services provided
Midsize Accounting company PeopleStrategy, is in Atlanta, Georgia. The team specializes in Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed250 - 999Carmel, IN
Services provided
Blue & Co., LLC is an Accounting company. Based in Carmel, Indiana, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed250 - 999Sparks Glencoe, MD
Services provided
SC&H Group is an Accounting company. Launched in 1991, the agency is located in Sparks Glencoe, Maryland. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Baulkham Hills, Australia
Services provided
Minnik Chartered Accountants is an Accounting company. They offer Accounting and cloud consulting & SI and are headquartered in Baulkham Hills, Australia and Baulkham Hills, Australia.
Read more -
UndisclosedUndisclosed10 - 49Fort Collins, CO
Services provided
In Fort Collins, Colorado, CheckMark is a small Accounting company. Their services include Accounting and HR Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.